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Seniors Real Estate Specialist® Designation
Affiliation: SRES
Format: Classroom, Online
    Course Credits:
  • This course is required to attain the SRES® Designation.
  • Counts as one elective course to be applied towards the ABR® Designation.
  • Counts as an elective to be applied towards the RSPS Certification.

Duration:2 days (classroom course)

Format:Classroom

Course Objective

This course helps real estate professionals develop the business-building skills and resources for specialization in the 50+ real estate market by expanding knowledge of how life stages impact real estate choices, connecting to a network of resources, and fostering empathy with clients and customers.

Course Outline and Learning Objectives

Below is a topical outline of the SRES® Designation course.

    Chapter 1: Generations
  • Learn distinguishing characteristics and trends of the 50+ market so that you can discern them in your own market area.
  • Challenge stereotypes and draw valid generalities about 50+ real estate clients and customers.
    Chapter 2: The 50+ Market
  • Adapt your communication and interpersonal approach to match generational expectations and preferences.
  • Raise awareness of some dos and don'ts when striving to gain and serve the 50+ market.
    Chapter 3: 21st Century Retirement
  • Consider how the economic challenges affect retirement plans and real estate choices.
  • Develop sensitivities to 50+ issues and priorities when working with buyers and sellers, listing and showing properties, and managing transactions.
    Chapter 4: Aging in Place
  • Learn definitions of aging in place.
  • Recognize how to make a home safe and comfortable for aging in place.
  • Raise awareness of the issues and factors that influence the decision to make a move as well as choose a community and property selection.
  • Evaluate your market area's attractiveness to the 50+market.
    Chapter 5: Independent Living and Chapter 6: Housing Options for Assistance
  • Master the vocabulary of the range of housing options for the 50+ market.
  • Learn the application of the federal Housing for Older Persons Act (HOPA ).
  • Identify key life stages and transitions in relation to housing choices.
  • Gain an understanding of how Medicare, Medicaid, and Social Security impact the real estate decisions of 50+ clients and customers.
    Chapter 7: Financing Options
  • Learn about the uses, benefits, procedures, and issues involved in reverse mortgages and other forms of home purchase finance.
    Chapter 8: Tax Matters
  • Gain an overview of tax issues of concern for 50+ clients and customers.
  • Recognize situations in which a tax-deferred 1031 exchange is possible and advantageous.
    Chapter 9: Legal Matters
  • Maintain focus on the transaction and avoid inappropriate involvement in family matters.
  • Manage legal liability risks, avoid conflicts of interest and maintain confidentiality of information when providing services for 50+ clients and customers.
    Chapter 10: Marketing and Outreach
  • Develop business-building outreach methods for communicating and gaining the 50+ market.
  • Adapt presentation and counseling methods for 50+ buyers and sellers.
  • Integrate social media effectively to serve the 50+ market.
    Chapter 11: Working with Buyers and Sellers
  • Develop services that win and sustain client and customer relationships and position you as a trusted real estate advisor.
  • Adapt presentation and counseling methods for 50+ buyers and sellers.
  • Counsel clients on preparing and staging a property for sale.
  • Maintain focus on the transaction and avoid inappropriate involvement in family matters.
  • Recognize financial schemes and scams that victimize the elderly.
    Chapter 12: Building a Team and Resource Bank
  • Assemble a team of experts to help you serve 50+ clients and customers.
  • Compile a knowledge bank about your market area's housing options, programs, resources, and services for 50+ clients.
  • Use your knowledge bank as a business-building tool.
This course is available online through REALTOR University Click here for registration
DateCompanyInstructorLocationRegister
05/28/2013 RE/MAX Twin City/Colin Brownlie Barbara Brindle Cambridge Canada 519-740-3690
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05/29/2013 Eastern Middlesex Association of Realtors Jeffrey Chute Reading MA 781-944-6006
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05/29/2013 Livingston County Association of Realtors Brent Belesky Brighton MI 810-225-1100
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06/05/2013 North Carolina Association of REALTORS® Mark Given Pittsboro NC 336-294-1415
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06/11/2013 Grand Rapids Association of Realtors Grand Rapids MI 616-940-8200
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06/13/2013 Southeast Arizona Association of Realtors Sierra Vista AZ Register Online
602-248-7787
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06/19/2013 Northern Michigan College/Debra Patterson Richard Conley Traverse MI 231-995-1113
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06/25/2013 Greater Louisville Association of REALTORS® Louisville KY 502-894-9860
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08/28/2013 Greater Las Vegas Association of Realtors Jimmy Dague Las Vegas NV 702-732-8177
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09/04/2013 Collin County Board of Realtors Plano TX 972-618-3800
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09/05/2013 Arizona Association of REALTORS® Frank Dickens Flagstaff AZ Register Online
602-248-7787
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09/09/2013 Muskoka and Haliburton Board of Realtors Barbara Brindle Huntsville Canada 705-788-1504
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09/17/2013 Western Pinal Association Casa Grande AZ Register Online
602-248-7787
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09/23/2013 Prescott Area Association of Realtors Frank Dickens Prescott AZ 602-248-7787
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09/24/2013 London St. Thomas Association of REALTORS Barbara Brindle London Canada 519-641-1400
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10/01/2013 North Carolina Association of REALTORS® Supply NC 336-294-1415
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10/02/2013 Lexington-Bluegrass Association of REALTORS® Lexington KY 859-276-3503
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10/02/2013 St. Louis Association of REALTORS® Stacey Sanders St. Louis MO 314-275-7888
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10/02/2013 San Antonio Board of Realtors, Inc. San Antonio TX Register Online
210-593-1200
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10/03/2013 St. Charles County Association of Realtors/Gwen St. Charles MO 636-946-4022
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10/03/2013 Iowa City Area Association of Realtors Monica Neubauer Iowa City IA 319-338-6460
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10/03/2013 Richmond Association of REALTORS®, Inc. Richmond VA 804-422-5000
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10/07/2013 Lancaster Association of Realtors Mary Lynne Deets Lancaster PA 717-569-4625
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10/07/2013 Houston Association of REALTORS®, Inc. Lyssa Graham Reynolds Houston TX 713-629-1900
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10/07/2013 Denver Metro Association of Realtors Rich Sands Denver CO Register Online
303-300-8482
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10/09/2013 Cape Cod & Islands Association of REALTORS®, Inc. Jeffrey Chute Cape Cod MA 508-957-4300
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10/10/2013 Hawaii Association of REALTORS® Honolulu HI 808-733-7060
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10/10/2013 Connecticut Association of REALTORS® Linda St. Peter Derby CT Register Online
860-290-6601
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10/14/2013 Louisiana Association of Realtors Baton Rouge LA 800-266-8538
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10/15/2013 BCAAR Richard Conley Battle Creek MI 269-962-5193
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10/15/2013 New York State Association of REALTORS® Jackson Heights NY Register Online
800-239-4432
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10/16/2013 Jacksonville Board of Realtors Mark Given Jacksonville NC 910-347-6556
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10/16/2013 Superior School of Real Estate Stormie Benfield Charlotte NC Register Online
704-944-4260
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10/17/2013 Reece and Nichols Kathy McCarty Leawood KS 913-266-5635
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10/21/2013 Lehigh Valley Association of Realtors Peter Mosca Bethlehem PA 610-882-4100
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10/22/2013 Greater Metropolitan Association of Realtors Brent Belesky Troy MI 248-478-1700
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10/22/2013 Northern Virginia Association of REALTORS®, Inc. Larry Anderson Fairfax VA Register Online
703-207-3200
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10/23/2013 MetroTex Association of REALTORS®, Inc. Grapevine TX 214-637-6660
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10/23/2013 Hunterson/Somerset Association of Realtors Barbara Wolff Branchburg NJ 908-725-3117
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10/23/2013 Williamson County Association of Realtors Monica Neubauer Brentwood TN 615-771-6845
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10/24/2013 Arthur Gary School of Real Estate Elaine Richer Westbrook ME 207-856-1712
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10/24/2013 Greater Boston Real Estate Board Jeffrey Chute Boston MA 617-423-8700
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11/12/2013 Florida REALTORS® New Smyrna Beach FL 407-438-1400
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12/17/2013 Greater Metropolitan Association of Realtors Brent Belesky Farmington MI 248-478-1700
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